Civic Intelligence

Woodland Elementary PTO

990EZ • Fiscal year 2018 • EIN 45-5579973

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 23, 2018

Organization ProfileN/A
6923 Dutchland BlvdMiddletown, OH 45044

(513) 255-1649

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

45th percentile

1.4%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.6%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

-0.7%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$20,866

Up $721 (+3.6%) from 2017

Net Assets

Up

$20,866

Up $721 (+3.6%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin45th percentile

Revenue

Down

$53,053

Down $372 (-0.7%) from 2017

Expenses

Down

$52,332

Down $5,881 (-10%) from 2017

Net Income

Up

$721

Up $5,509 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2014: $29,120Net Assets 2014: $29,1202014Assets 2015: $28,584Net Assets 2015: $28,5842015Assets 2016: $24,933Net Assets 2016: $24,9332016Assets 2017: $20,145Net Assets 2017: $20,1452017Assets 2018: $20,866Net Assets 2018: $20,8662018Assets 2019: $28,379Net Assets 2019: $28,3792019Assets 2020: $28,513Net Assets 2020: $28,5132020Assets 2021: $17,116Net Assets 2021: $17,1162021Assets 2022: $24,796Net Assets 2022: $24,7962022Assets 2023: $24,365Net Assets 2023: $24,3652023

Highlighted filing

2018

Assets$20,866
Liabilities-
Net Assets$20,866
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2014: $31,842Expenses 2014: $29,221Net Income 2014: $2,6212014Revenue 2015: $60,516Expenses 2015: $61,052Net Income 2015: -$5362015Revenue 2016: $49,419Expenses 2016: $53,070Net Income 2016: -$3,6512016Revenue 2017: $53,425Expenses 2017: $58,213Net Income 2017: -$4,7882017Revenue 2018: $53,053Expenses 2018: $52,332Net Income 2018: $7212018Revenue 2019: $81,309Expenses 2019: $73,796Net Income 2019: $7,5132019Revenue 2020: $51,771Expenses 2020: $51,637Net Income 2020: $1342020Revenue 2021: $6,971Expenses 2021: $18,368Net Income 2021: -$11,3972021Revenue 2022: $41,374Expenses 2022: $33,694Net Income 2022: $7,6802022Revenue 2023: $41,664Expenses 2023: $42,095Net Income 2023: -$4312023

Highlighted filing

2018

Revenue$53,053
Expenses$52,332
Net Income$721
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 23, 2018
Return Version
2017v2.2
Gross Receipts
$63,280
Mission and Program Overview

Mission

To provide support for Woodland Elementary students and staff

Program Services

DescriptionGrantsExpenses
SCHOOL WIDE PROGRAMS-$35,853
MEDIA CENTER AND STEM LAB$8,000$8,000
GRADE LEVEL AND EDUCATIONAL SUPPORT-$6,035
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAIME LYDENCo-President-$0--
KAREN WHEATLEYCo-President-$0--
DONNA HANSONTreasurer-$0--
JENNIFER COLECo Secretary-$0--
CARRIE FURNISHCo-Secretary-$0--
JENNIFER VIOXDpc Rep-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Magazine sale$19,296$19,296$10,227$9,069
None----
Total Events$19,296$19,296$10,227$9,069
Filing and Contact Details

Filer

Filer Name
Woodland Elementary Pto
EIN
45-5579973
Phone
5132551649
Address
6923 Dutchland Blvd, Middletown, OH 45044

Signing Officer

Name
Donna Hanson
Title
Treasurer
Phone
5132551649
Signed
2018-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 216, CINCINNATI, OH 45227
Preparer
Michelle R Locey
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Charity Drive Income 1622.”

Form 990EZ, Part I, Line 10

“Donation to school for media center; donation to school; woodland elementary school: 6923 dutchland”

Form 990EZ, Part I, Line 16

“Administrative 274.”

Form 990EZ, Part I, Line 16

“Programs 40564.”

Form 990EZ, Part I, Line 16

“Insurance 300.”

Form 990EZ, Part I, Line 16

“Charity Drive Donation 1622.”

Form 990EZ, Part I, Line 16

“Hospitality & Teacher Appreciation 1324.”

Form 990EZ, Part I, Line 16

“Membership 248.”

Raw XML Appendix185 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0DONNA HANSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05133607042
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0680 W Arielle Court
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045050
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020145
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020866
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02560
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0721
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt019296
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063280
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0640
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020145
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAIME LYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN WHEATLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER COLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE FURNISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER VIOX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-president
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Co Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co-Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DPC REP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt044332
IRS990EZ/OtherRevenueTotalAmt01622
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide support for Woodland Elementary students and staff
IRS990EZ/ProgramServiceRevenueAmt039162
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOOL WIDE PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MEDIA CENTER AND STEM LAB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRADE LEVEL AND EDUCATIONAL SUPPORT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035853
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26035
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010227
IRS990EZ/SpecialEventsNetIncomeLossAmt09069
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052332
IRS990EZ/TotalProgramServiceExpensesAmt049888
IRS990EZ/TotalRevenueAmt053053
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05490
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt014849
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt037331
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039162
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt063607
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt055350
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt029790
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0244318
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt09068
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt09068
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.96880
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0281649
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt042362
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069097
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt070199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt038228
IRS990ScheduleA/Total509Grp/TotalAmt0281649
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0290717
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010227
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Magazine sale
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt019296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt019296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019296
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09069
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010227
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010227
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Charity Drive Income 1622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DONATION TO SCHOOL FOR MEDIA CENTER; DONATION TO SCHOOL; WOODLAND ELEMENTARY SCHOOL: 6923 DUTCHLAND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Administrative 274.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Programs 40564.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Charity Drive Donation 1622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hospitality & Teacher Appreciation 1324.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Membership 248.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA HANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05132551649
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WOODLAND ELEMENTARY PTO
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0455579973
ReturnHeader/Filer/PhoneNum05132551649
ReturnHeader/Filer/USAddress/AddressLine1Txt06923 Dutchland Blvd
ReturnHeader/Filer/USAddress/CityNm0Middletown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045044
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038C99F73F8ED07B714B32D0DE7DFA4C1C7169FF1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06D161F33AE8DB8DEE45E5C01DABF468E08F1579E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.28.163.248
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:23:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Locey Mitchell & Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045227
ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE R LOCEY
ReturnHeader/ReturnTs02018-11-06T14:24:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,866
Liabilities
-
Net assets
$20,866
Revenue
$53,053
Expenses
$52,332
Net income
$721
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$24.4$24.4$41.7$42.1$0.43
2022Detailed filing. Detailed filing data is available for this year.$24.8$24.8$41.4$33.7$7.68
2021Detailed filing. Detailed filing data is available for this year.$17.1$17.1$6.97$18.4$11.4
2020Detailed filing. Detailed filing data is available for this year.$28.5$28.5$51.8$51.6$0.13
2019Detailed filing. Detailed filing data is available for this year.$28.4$28.4$81.3$73.8$7.51
2018Detailed filing. Detailed filing data is available for this year.$20.9$20.9$53.1$52.3$0.72
2017Detailed filing. Detailed filing data is available for this year.$20.1$20.1$53.4$58.2$4.79
2016Detailed filing. Detailed filing data is available for this year.$24.9$24.9$49.4$53.1$3.65
2015Detailed filing. Detailed filing data is available for this year.$28.6$28.6$60.5$61.1$0.54
2014Detailed filing. Detailed filing data is available for this year.$29.1$29.1$31.8$29.2$2.62